See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,169 | $158,398-46.9% | $126,539-33.5% | $142,382-40.9% |
| Participation rate | 50.0% | 75.8%-25.8pp | 69.8%-19.8pp | 80.1%-30.1pp |
| Annual return | 19.68% | 593.76%-574.1pp | 425.95%-406.3pp | 217.08%-197.4pp |
| Employer contribution / active EE | $4,472 | $4,650-3.8% | $3,674+21.7% | $4,299+4.0% |
| Participant deferral / active EE | $3,855 | $4,767-19.1% | $4,083-5.6% | $6,507-40.8% |
| Admin fee / account holder | $328 | $6,918-95.3% | $6,065-94.6% | $12,624-97.4% |